Free
Discover how to set up a simple, effective bookkeeping system that helps you confidently track your organisation’s income, expenditure, and restricted and unrestricted funds.
In this practical workshop, you’ll learn how to build and use a clear spreadsheet, enter and categorise transactions, reconcile your bank balance, and produce straightforward in-year finance reports.
Using the free WYCAS cashbook, developed over many years to support small charities and social enterprises, we’ll guide you step by step through a system designed to make financial management easier, more accurate and far less daunting.
This session is ideal for anyone involved in day-to-day financial recording, whether you’re a staff member, volunteer or trustee.
The workshop will be led by Claire Welling, WYCAS Training Officer since 1999, who is known for her practical and accessible approach to demystifying finance and building organisational confidence.
To get the most from the workshop, you’ll need access to a computer with Microsoft Excel and a basic ability to use spreadsheets.
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